Freestone Capital Management’s Post

As the M&A market shows signs of recovery, what are the key sectors, trends and risks to look out for in 2024? Charles Barlow, Investec's Head of Cross-Border Corporate Finance and International Advisory, Capitalmind Investec experts Jürgen Schwarz, Marleen Vermeer, and Kilian de Gourcuff discuss the global outlook for deal making on the latest episode of the No Ordinary Wednesday podcast. Listen here: https://lnkd.in/d2U4Usxg #business #finance #investment #mergersandacquisitions

"We saw a massive opportunity to build workflow software covering end-to-end from private markets questions to transaction execution and ongoing management." Our co-founder Jacob M. sat down with Skyler Steinke and Mike Schroeder, CFA, hosts of the Alt Funds Network Podcast, to discuss the complexities and challenges of private investing, and how Opto’s technology is simplifying the process. Watch the full conversation: https://lnkd.in/gjNaZ5nk Interested in improving your private markets investment processes? Get in touch. #Innovation #PrivateMarkets #wealthmanagement

In a recent episode of Larry's Investing Lounge, I chatted with Dana M. D'Auria, CFA , CIO of Envestnet, about portfolio personalization. This internal podcast hit on the importance of portfolio personalization and how tools like direct indexing, tax overlay, responsible investing and Private Wealth Consulting services can help meet client needs while maintaining scale in a book of business. Thanks to Dana for her expert insights!

Throughout history, there has been an age-old question of the difference between an investment and an expense. Society often views expenses as a permanent fixture in life, suggesting that there is no path away from their burden. But what if there was an alternative path? What if there was a way to shift our financial mindset about expenses from one of endless sunk costs to one of intentional investment? And what if we could apply this perspective not just to how we spend our money, but also to how we use our talents and spend our time as well? Full podcast of transcript of Ep128 of Kitces & Carl (Carl Richards) here: https://bit.ly/48uCNg4

The latest episode in our #investment podcast series is now live! Penny Cochrane, was joined by Samuel Hampton, and Anne-Marie M., Head of Defined Benefits Solutions Strategy at Legal & General Investment Management (LGIM) for a discussion on Cashflow Driven Investing. Listen here: https://okt.to/IagWc6

In today's InFocus episode, Mike Gassewitz is joined by Nicholas Leach, Portfolio Manager at TriCert Investment Counsel, to talk about the Q4 results of the income-producing side of our portfolios. Listen: https://lnkd.in/gPnPnx8S #integrationdeliversresults #wealthmanagement  #investmentmanagement #portfoliomanagement #podcast

#Trend following, #CTAs and #ManagedFutures will continue to play an increasingly important role in #multiasset portfolios! In our latest podcast, Neil and I speak to Richard Liddle, CEO at single strategy boutique, Bowmoor Capital. Bowmoor Global Alpha is an exceptional product, worth looking into for anyone interested in the space! “The trend is your friend, until it bends at the end!” 😉 We also find out why cocoa futures are up so much in recent months!! As a reminder: - This is not investment advice, and - Their is no replacement for doing your own research! #leifbridge #wealthmanagement https://lnkd.in/ehFmXk7k

In the first 2024 edition of our Shard Capital podcast, host Neil Williams and investment research head Ernst Knacke discuss their views on the economic and market trends that are projected to shape 2024.   This episode takes a short recap of how we exited 2023, and then looks at the global economic outlook for this year and how our portfolios are positioned.   Listen in on the conversation below 👇🏼 #2024outlook #investing

Realistic expectations are crucial as an investor. 🎥 Curious about how to invest wisely without a financial background? Tune into our latest podcast episode with Mark Bradley from PortfolioMetrix, and Neal Kelly MSc (Hons) CFP® and David O'Neill from Thomond Asset Management. Watch the full episode here: https://lnkd.in/exeT36uz They break down essential investment strategies, from setting financial goals to managing risk and building a diversified portfolio. #InvestmentTips #FinancialLiteracy #SmartInvesting #ThomondAssetManagement

An excellent podcast by Shard Capital on the use of 𝗖𝗼𝗺𝗺𝗼𝗱𝗶𝘁𝘆 𝗧𝗿𝗮𝗱𝗶𝗻𝗴 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝘀 as a 𝗧𝗿𝗲𝗻𝗱 𝗙𝗼𝗹𝗹𝗼𝘄𝗶𝗻𝗴 𝗧𝗼𝗼𝗹. The podcast is animated by Ernst Knacke, our head of research, and Neil Williams, Partner at Shard Capital.  𝗢𝘂𝗿 𝗴𝘂𝗲𝘀𝘁 𝗶𝘀 𝗥𝗶𝗰𝗵𝗮𝗿𝗱 𝗟𝗶𝗱𝗱𝗹𝗲, 𝗖𝗘𝗢 𝗼𝗳 𝗕𝗼𝘄𝗺𝗼𝗼𝗿 𝗖𝗮𝗽𝗶𝘁𝗮𝗹. Richard shares the simplicity and effectiveness of CTAs and a trend-following strategy, particularly in a volatile market. He explains that by 𝗳𝗼𝗰𝘂𝘀𝗶𝗻𝗴 𝗼𝗻 𝘁𝗵𝗲 𝘁𝗿𝗲𝗻𝗱 𝗿𝗮𝘁𝗵𝗲𝗿 𝘁𝗵𝗮𝗻 𝘁𝗵𝗲 𝘀𝗽𝗲𝗰𝗶𝗳𝗶𝗰 𝗮𝘀𝘀𝗲𝘁 𝗼𝗿 𝗺𝗮𝗿𝗸𝗲𝘁, 𝘁𝗵𝗲 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆 𝗰𝗮𝗻 𝘆𝗶𝗲𝗹𝗱 𝗽𝗼𝘀𝗶𝘁𝗶𝘃𝗲 𝗿𝗲𝘁𝘂𝗿𝗻𝘀. The trio then touch on the 𝗶𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝗰𝗲 𝗼𝗳 𝗹𝗶𝗾𝘂𝗶𝗱𝗶𝘁𝘆 and the unique balance of risk return in a portfolio context while considering managed futures or trend-following strategies. #commodities #ctas